FINANCIAL ADVISOR BLOG
Not Staying In Touch With Clients
The number one reason clients give when asked why they left an advisor is lack of contact. And, the number one reasons that advisors don’t
Are You Tired Of Looking At This Kind Of An Audience At Your Events?
Just taking a break from a Monday morning planning session in advance of meeting with Laura about financial advisor speaking marketing. We are talking about
New Beginning & The Next Six Weeks
The next six weeks and in particular my travels from June 12th – 24th are going to be unusually busy with the preparation for and
Compliance Problems And Rogue Behavior
Jennifer McLaughlin wrote a feature for the Compliance Check section of the December 2001 issue of Advisor’s Edge magazine about “rogue advisors” and their impact on
You Don’t Know When To Quit
In his book, The Dip, Seth Godin writes about quitting the things that do not give you joy, the wrong stuff. Outsource them, he says,
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